Marcin Frąckiewicz

GE Vernova (GEV) stock climbs as gas-turbine bottleneck sharpens focus on power-buildout trade
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GE Vernova (GEV) stock climbs as gas-turbine bottleneck sharpens focus on power-buildout trade

GE Vernova shares climbed 1.6% to $887.42 by midday Monday as investors responded to a tightening U.S. gas-turbine supply amid surging data-center power demand. U.S. gas-fired power capacity under development tripled in 2025 to 252 GW, pushing turbine lead times past five years. NRG Energy has reserved 2.4 GW of GE Vernova turbines for projects due in 2029 and 2030. The company warned of a $250 million revenue hit from Vineyard Wind delays.
March 2, 2026
JPMorgan stock slips as oil shock jitters rattle Wall Street
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JPMorgan stock slips as oil shock jitters rattle Wall Street

JPMorgan shares fell about 1% to $297.19 on Monday as oil prices surged over 8% amid escalating Middle East tensions. Both JPMorgan and Citigroup told some Middle East staff to work from home, citing security concerns. The Dow, S&P 500, and Nasdaq all declined, while the VIX hit a three-month high. Traders focused on upcoming U.S. economic data, including Friday’s jobs report.
March 2, 2026
Citigroup stock price whipsaws as Middle East conflict hits risk appetite; jobs report next
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Citigroup stock price whipsaws as Middle East conflict hits risk appetite; jobs report next

Citigroup shares rose 0.8% to $111.09 after swinging between $106.20 and $113.18 in volatile trading Monday. The bank told some Middle East staff to work from home as regional tensions escalated amid a U.S.-Israeli air campaign against Iran. Oil prices jumped and the VIX hit a three-month high near 22. Investors are watching for Friday’s U.S. jobs report and inflation signals.
March 2, 2026
Strategy stock jumps as new Bitcoin buy and dividend tweak hit the tape
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Strategy stock jumps as new Bitcoin buy and dividend tweak hit the tape

Strategy Inc. shares rose 7.6% to $139.30 after the company disclosed buying 3,015 bitcoin last week, bringing total holdings to 720,737 tokens. A regulatory filing showed the purchases were funded by selling over 1.7 million shares of common and preferred stock. The company also raised its STRC preferred dividend rate to 11.50% and set a March 31 payout date. Bitcoin traded up 3.4% at $69,309.
March 2, 2026
Corning stock pops after Gorilla Glass Ceramic 3 reveal, Motorola debut set for MWC
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Corning stock pops after Gorilla Glass Ceramic 3 reveal, Motorola debut set for MWC

Corning shares rose 4% to $156.44 in early trading Monday after the company launched Gorilla Glass Ceramic 3, which Motorola will use on its upcoming razr fold device. The announcement came as U.S. stocks fell on broader market concerns. Corning did not disclose pricing or adoption details. Investors await comments from Corning’s CFO at a conference Tuesday and updates from Mobile World Congress.
March 2, 2026
Intel stock slips as Ericsson 6G push lands at Mobile World Congress — what traders watch next
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Intel stock slips as Ericsson 6G push lands at Mobile World Congress — what traders watch next

Intel shares fell about 1% to $45.15 late Monday morning, trailing gains in Nvidia and AMD, as MWC Barcelona opened. Intel and Ericsson announced an expanded “AI-native 6G” partnership, aiming to accelerate commercial network development. Investors await more customer details and Intel’s next investor event on March 4. Market sentiment was cautious amid rising oil prices and Middle East tensions.
March 2, 2026
Chevron stock price rises as oil jumps on Iran conflict; CVX traders eye March 5 shipping insurance trigger
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Chevron stock price rises as oil jumps on Iran conflict; CVX traders eye March 5 shipping insurance trigger

Chevron shares rose 1.3% to $189.12 after oil prices surged on Middle East strikes and shipping disruptions in the Strait of Hormuz. Brent crude jumped as much as 13% before settling up 8.6%. Chevron temporarily shut Israel’s Leviathan gas field, while QatarEnergy halted LNG output. About 3.1 million Chevron shares traded by late morning.
March 2, 2026
Coherent (COHR) stock price jumps nearly 10% after Nvidia commits $2 billion investment
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Coherent (COHR) stock price jumps nearly 10% after Nvidia commits $2 billion investment

Coherent shares jumped 9% after Nvidia invested $2 billion in the company through a private placement at $256.80 per share and expanded a supply agreement for AI data center optics. Coherent disclosed it sold 7.8 million shares to Nvidia, with the funds aimed at research, manufacturing, and expanded product access. Investors await further details from management later this month.
March 2, 2026
Applied Optoelectronics stock jumps again, but gives back early spike after touching $110
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Applied Optoelectronics stock jumps again, but gives back early spike after touching $110

Applied Optoelectronics jumped 12% Monday, peaking at $110 before slipping to $94.32. The surge followed Nvidia’s $2 billion photonics deals and a Wall Street Zen rating upgrade. The company recently reported record Q4 revenue and filed to sell up to $250 million in stock. Traders are watching for further moves ahead of the OFC conference later this month.
March 2, 2026
AMD stock drops 3% as new Ryzen AI PC chips debut into a jittery market
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AMD stock drops 3% as new Ryzen AI PC chips debut into a jittery market

AMD shares fell 3.1% to $194.04 by mid-morning Monday, underperforming the broader chip sector after the company launched its Ryzen AI 400 desktop processors. Oil prices surged on Middle East conflict concerns, fueling inflation and rate worries ahead of key U.S. data. The Nasdaq dropped 1.53% at the open. AMD’s new chips target Microsoft Copilot+ PCs, with systems expected in the second quarter.
March 2, 2026
Apple stock price today: AAPL dips as $599 iPhone 17e and new iPad Air land
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Apple stock price today: AAPL dips as $599 iPhone 17e and new iPad Air land

Apple shares fell 0.5% to $262.80 in morning trading Monday as U.S. stocks slipped on geopolitical tensions. Apple launched the iPhone 17e and a redesigned iPad Air, both available March 11, with preorders starting Wednesday. Investors are watching preorder demand and Friday’s U.S. jobs report for signals on risk appetite. Google reportedly discussed hosting servers for Siri using its Gemini AI model, Reuters said.
March 2, 2026
AMD stock slides as new Ryzen AI desktop chips debut at MWC; markets stay skittish
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AMD stock slides as new Ryzen AI desktop chips debut at MWC; markets stay skittish

AMD shares fell about 2.5% to $195.14 in New York after the company launched new Ryzen AI desktop processors at Mobile World Congress. The drop came amid a broader tech selloff as investors monitored Middle East tensions and awaited Friday’s U.S. jobs report. Nvidia rose 1.5% while Intel slipped. AMD said new chips with on-device AI will reach desktops in Q2 from HP and Lenovo.
March 2, 2026
Amazon stock slips as AWS outage in UAE and Bahrain rattles traders

Amazon stock slips as AWS outage in UAE and Bahrain rattles traders

Amazon shares fell 1.33% to $207.20 after AWS reported a fire at a UAE data center caused by “objects” striking the facility, disrupting cloud services in the region. AWS warned customers to back up data and reroute operations, with full restoration expected to take hours. Abu Dhabi Commercial Bank reported outages tied to the incident. Wall Street indexes also opened lower amid Middle East conflict concerns.
March 2, 2026
Strategy (MSTR) stock in focus after STRC dividend raised to 11.5% as bitcoin drifts
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Strategy (MSTR) stock in focus after STRC dividend raised to 11.5% as bitcoin drifts

Strategy Inc raised its March dividend rate on STRC preferred stock to 11.50%, Chairman Michael Saylor said Friday. Strategy shares closed down 2.9% at $129.50 as bitcoin hovered near $65,000. The company, formerly MicroStrategy, ties its stock to bitcoin’s moves. U.S. markets reopen Monday with traders watching both bitcoin and Strategy’s preferred shares.
March 1, 2026
Bloom Energy stock falls 7.7% as insider sale filings land — what investors watch next week
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Bloom Energy stock falls 7.7% as insider sale filings land — what investors watch next week

Bloom Energy shares fell 7.7% to $155.67 on Friday after SEC filings showed insider sales by top executives, including the chief legal officer and chief commercial officer. The stock traded between $151.80 and $167.45 on volume of 11.5 million shares. Wall Street Zen downgraded the stock to “hold” over the weekend. Broader markets also slipped, with the S&P 500 down 0.43%.
March 1, 2026
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